James Campion
James Campion @campervans

Výkonnost
Vše

34.27%2025
2025
7.59%2024
2024
-4.00%2023
2023
-0.39%2022
2022
14.77%2021
2021
147.96%2020
2020
74.48%2019
2019
-27.61%2018
2018
62.27%2017
2017
16.51%2016
2016
6.32%2015
2015
148.0%0%-148.0%
James Campion
Spojené arabské emiráty
PORTFOLIO STRUCTURE │ ├── Equities: 70.33% │ ├── Communication Services: 14.59% │ ├── Technology: 11.90% │ ├── Consumer Cyclical: 9.09% │ ├── Consumer Defensive: 7.98% │ ├── Materials (Miners): 7.95% │ ├── Industrials: 6.76% │ ├── Broad Market: 5.97% │ ├── Healthcare: 4.07% │ └── Financial... Zobrazit více Přeložit
James Campion
Spojené arabské emiráty
🚨 NVIDIA Q3 : Blockbuster Beat - The Worlds largest company reported strong earnings! NVIDIA reported record-breaking results, (again) beating analyst estimates and signaling persistent acceleration in global AI infrastructure demand. Key Financials * Revenue: $57.01B (+62% YoY), beating the $55.19B... Zobrazit více Přeložit
James Campion
Spojené arabské emiráty
🦈💰 𝘽𝙖𝙗𝙮 𝙎𝙝𝙖𝙧𝙠 IPO 16 Billion plays on YouTube, millions know the tune. "Baby Shark’s" (parent company) just went public. If you’ve heard it you probably can’t get it out of your head. The Pinkfong Company (the South Korean creator of the viral youtube “hit”) just debuted on... Zobrazit více Přeložit
James Campion
Spojené arabské emiráty
💪 Great earnings by $DDOG (Datadog Inc) "Forecast fourth-quarter revenue between $912 million and $916 million, above analysts' average estimate of $887.27 million" ... "Revenue rose 28% to $885.65 million in the third quarter" Přeložit
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DDOG
Datadog Inc
151.18
-1.59 (-1.04%)
James Campion
Spojené arabské emiráty
Full Self Driving is here: Having ridden in a number of Waymo's recently, it's clear self-driving's the future. Morgan Stanley's Adam Jonas (Head of Global Auto & Shared Mobility Research) --- "From our discussions with @tesla, it appears the only thing preventing Tesla from... Zobrazit více Přeložit
James Campion
Spojené arabské emiráty
Goldman Sachs Q4 Outlook - Key Takeaways Europe's Moment 👉 The Big Contrarian Call: Europe > US Goldman Sachs just dropped their Q4 outlook, and the headline is bold: European assets haven't looked this attractive versus the US in years. The PEG ratio spread between the S&P 500... Zobrazit více Přeložit
James Campion
Spojené arabské emiráty
$ORCL (Oracle Corporation) $NVDA (NVIDIA Corporation) $ASML (ASML Holding NV) $MSFT (Microsoft) Michael Cembalest, JPMorgan: “Other recent AI news: Oracle’s stock jumped by 25% after being promised $60 billion a year from OpenAI, an amount of money OpenAI doesn’t earn yet, to provide cloud computing... Zobrazit více Přeložit
James Campion
Spojené arabské emiráty
The 10 Year yield up 📈, since rates cut on Wednesday... 🍿 Přeložit
James Campion
Spojené arabské emiráty
Timing’s mostly luck, the thesis is mostly skill… Přeložit
James Campion
Spojené arabské emiráty
$GLD (SPDR Gold) is the best *risk adjusted* investment this year - and it’s not even close Přeložit
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GLD
SPDR Gold
385.84
-0.69 (-0.18%)

O mně James Campion

Featured in Bloomberg 🏆 10 Year return 849.21% 🏆
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